Independent thinking for complex markets and current events
THIS IS VERY VERY VERY BAD!!! Japan may have just snapped a 30-year global financial balance and the clock is ticking. Today, Japan’s 20-year bond yield hit 2.94%, the highest level ever recorded. That single number marks the end of the ultra-low-rate era that shaped global markets, pensions, and asset bubbles for three decades. And …
Google Searches for Dollar "Debasement" soared this quarter to the highest level in history 🚨🚨🚨 pic.twitter.com/qJJFqd5b5h — Barchart (@Barchart) December 6, 2025 Gold has replaced bonds as a hedge against equities. The negative correlation between bonds and equities has broken, they now move together. If you're looking to hedge both equity and geopolitical risk, gold …
$12 TRILLION CRISIS | Leveraged Loan Defaults EXPLODE 0:00 – Intro 01:19 – Sourced Data 1:50 – #1 Private Credit New Sub-Prime 3:06 – #2 Large Banks Exposed 5:30 – GFC Made Things Worse 9:30 – Bancorp Bad Debt 11:49 – #3 Private Credit Defaults Hidden 14:45 – Intentionally Unregulated 17:39 – #4 $12.4 Trillion …
by Michael Once upon a time potatoes were what the poorest people in society would eat because they were so inexpensive. But now we are being charged an average of $4.19 for a carton of medium fries at McDonald’s. There are many that are very upset about the rapidly rising cost of fries, and this …
25-year-old Stephanie Dilyard was fired from 7-Eleven in Oklahoma on Monday for protecting herself with a gun from a 59-year-old male customer who tried to take her life on Thursday. This is outrageous. Shame on 7-Eleven! (fox25news on TT) pic.twitter.com/E5NMTqRlO0 — Paul A. Szypula 🇺🇸 (@Bubblebathgirl) November 19, 2025 OKLAHOMA CITY, OKLA. (KOKH) — Stephanie …
DOJ has been in settlement talks with Michael Flynn — Trump’s first national security adviser seeking $50M for his prosecution by ex-special counsel Robert Mueller — and Stefan Passantino, a Trump I White House lawyer who accused the House Jan. 6 committee of privacy violations, court records show The settlement talks between the Trump administration …
“The Trump administration has so far remained silent on a widening corruption scandal inside Ukrainian President Volodymyr Zelenskyy’s government and inner circle. The White House did not respond to a request for comment on a $100 million corruption probe announced this week that has already prompted the resignations of senior Ukrainian officials. Corruption has long …
Treasury Secretary Scott Bessent struck the final five pennies on Wednesday — each bearing a rare omega mark — ending U.S. penny production and creating collectors’ items that could fetch millions at auction. The penny, first authorized under the Coinage Act of 1792, was recently discontinued due to rising production costs over the last decade. …
Via International Man International Man: Gold has seen a dramatic rise recently. What do you think is driving this surge—inflation, geopolitical instability, loss of faith in fiat currency like the US dollar? Doug Casey: The answer is all of the above. First, inflation is not retail price rises, as most people think. The rise in prices is …
Third-quarter earnings are indicating a divided economy With more consumer companies preparing to report third-quarter earnings this week, Wall Street will be watching for signs of a bifurcated or “K-shaped” economy as consumers diverge in their spending behaviors. There have been increasing signals that wealthier Americans are spending more while lower-income Americans are significantly paring …
DXY has entered a strong uptrend here. Everything is pointing towards more pain at this point. pic.twitter.com/PX6VTfQZpi — Ted (@TedPillows) October 30, 2025
Authored by Mike Shedlock via mishtalk, The more you use dollar sanctions, the more countries will cooperate to defeat them. Another Big Leap for China Eurointelligence has a great article today on the US overusing sanctions as a financial threat. The result took a while but it’s Another Big Leap for China China’s Cross-Border Interbank Payment …
Tesla board chair begs shareholders to green-light Elon Musk’s $1 trillion pay package, calling the upcoming vote a ‘critical inflection point’ Tesla chair Robyn Denholm urged shareholders to back a proposed $1 trillion compensation package for CEO Elon Musk, warning in a letter Monday that the company risks losing “significant value” if the deal fails …
Got #gold and #silver???$ag $fsm $kgc $btg $nxgcf $bcekf $armn $nfgc $sbsw $lbcmf $nexm $ogmnx 🚀🚀🚀🚀 pic.twitter.com/GqsK9DMR8F — 🪙 Gold Finger 🪙 Precious Metals Guru (@NFL_FantasyNews) October 23, 2025 [BEIJING] Chinese banks helped clients offload overseas currencies at the fastest pace since 2020 last month, as optimism towards further yuan appreciation grew. Lenders sold a …
Money market funds just hit an all-time high of $7.4 TRILLION 99% chance the Fed cuts rates in 6 days. Rate cuts will push treasury holders to seek more risk, driving liquidity into Bitcoin and other assets Liquidity tsunami incoming ‼️ Money market funds just hit an all-time high of $7.4 TRILLION 99% chance the …
Google Searches for Dollar "Debasement" soar to highest level in history 🚨🚨🚨 pic.twitter.com/StG3Y1dtKp — Barchart (@Barchart) October 23, 2025
In just 12 days, NOTHING will be the same between China and the United States. November 1st marks the historic Trump–Xi Summit, a moment that could reshape the global order forever — from the collapse of the U.S. dollar’s dominance to the rise of gold-backed systems across Asia.
by David Haggith As “The Deeper Dive” this past weekend looked at the signs building for a stock market crash and economic collapse into an especially deep recession, more headlines came in on Friday and over the weekend to lay out further signs of recession, now that the government warning lights have been shut down. …
All these deals being announced and it comes back to just one company…TSMC $TSM. — Mosaic Asset (@MosaicAssetCo) October 13, 2025 careful coz openai is shady pic.twitter.com/RusZw9Cojn — Dimitrios Paolo (@dimitriospaolo) October 13, 2025 pic.twitter.com/2n1rkvj68T — PeterK (@PeterKi97) October 13, 2025 Blackstone says the next big thing is chips, data centers & power. The first …
When the man who built the world’s most successful hedge fund says gold looks safer than the dollar, it’s not hype – it’s math. As debt and inflation spiral, Dalio’s warning echoes history’s lesson: All crises end like this… By Peter Reagan Image CC BY 2.0 via Web Summit When the man who built the world’s …
by David Haggith Word of the dollar’s demise as it goes to zero is no longer greatly exaggerated. The dollar is now coughing and choking like an old man with one foot in his grave. Gold is rallying because it is measured in declining dollar values and because it is the safe haven of choice …
by Michael It is exciting to see the price of gold soar to unprecedented levels, but we should also be horrified by what is happening to the U.S. dollar. For years, many of us warned that debasing our currency was a really bad idea. There are two primary ways that our leaders have done this. Firstly, …
Russian Ruble has gained nearly 40% against the U.S. Dollar this year byu/RobertBartus inEconomyCharts h/t RobertBartus
BREAKING NEWS THE INTERNATIONAL MONETARY FUND IS WARNING BANKS AND SUPERVISORS OF LIQUIDITY RISKS IN $9.6 TRILLION FX MARKET Nothing to see here… — Gold Telegraph ⚡ (@GoldTelegraph_) October 7, 2025 LONDON (Reuters) -Financial institutions that dominate the $9.6 trillion currency market should hold the necessary liquidity and capital buffers and run enhanced stress tests …
European Central Bank chief Lagarde argues that the EU has a rare chance to challenge US dollar dominance. In a speech at European Parliament yesterday she urged to speed up Draghi’s reforms and complete the single market. Further integration would boost the euro’s global role if coupled with rebuilding of hard power. She argues that …
The AI hardware market looks competitive, but it isn’t. Nvidia is quietly running the entire game. What seems like a patchwork of chipmakers and cloud providers is really one company controlling the flow of money, production, and deployment. Nvidia invests in OpenAI, which buys chips from AMD. Oracle sells cloud infrastructure powered by Nvidia, and …
Gold share of reserves for central banks is nearing US treasuries, per FT: pic.twitter.com/1AtFmsLAsf — unusual_whales (@unusual_whales) October 2, 2025 Legendary gold investor and businessman Pierre Lassonde joins Wealthion’s Trey Reik to reveal why we may be entering the most powerful gold bull market in 50 years. Lassonde, co-founder of Franco Nevada and creator of …
China’s dedollarization efforts have grown much faster than anticipated. The dollar is still dominant today – but fading faster than many realize. Here’s what that means for the prices we pay every day… By Peter Reagan During the Cold War, Americans understood the world as a contest between two superpowers locked in economic and political …
via Phoenix Capital Research The U.S Dollar is now in VERY serious trouble. The greenback is trading at the lows of a multi-month consolidation range. Bear in mind, this consolidation took place AFTER the $USD staged its worst first half of a year since 1973, losing 12% in just six months! The significance of this …
